Filling Out Sheets

Sheets that have a type of ReferralSlip, Consent, PatientLetter, ReferralLetter, PatientForm, Medical History, LabSlips, or ExamSheet can be filled in and edited before printing, e-mailing or provided to a patient.

When you open the sheet for a patient, the Fill Sheet window appears.

All text is editable, including static text. Checkboxes and radio buttons can be selected/deselected, and input fields are indicated with a light yellow background. 

Internal Note:  Enter any notes.

Show Order in Kiosk:  If adding this form to the Kiosk queue, enter the form's order in the queue.

Freehand Drawing/Eraser Tool: Users can simply freehand draw anywhere on the screen using a stylus or mouse, as long as a large enough drawing Image has been added in Sheet setup. If you make a mistake, check the Eraser Tool box at the right. The pointer changes to an eraser, and clicking and dragging, or using the stylus, will erase a drawing. A drawing is defined as a continuous curved line without lifting the pen, so the eraser will erase continuous lines as single objects. Uncheck the box to turn the eraser off.

Print/Email:  Print and/or e-mail the form.

- Paper copies:  Enter the number to print. The default value depends on the form or letter selected and the e-mails entered.
- E-mail to Patient:  If an e-mail is entered on the Patient Edit window it will show.  Check the box to e-mail the form or letter to the patient. 
- E-mail to Referral: Only shows if creating a Referral Letter. If an e-mail is entered for the referral on the Edit Referral window it will show. Check the box to e-mail the letter to the referral. 

If e-mail is selected, the form or letter will be converted to a PDF and attached to the outgoing e-mail.

Click OK.  Printed copies are sent directly to the printer. For e-mails, see E-mail.  Once printed or e-mailed, the sheet is archived in the database for later reference. Sheets can be viewed at the bottom of the Account module, or in the Chart module.

Create PDF:  Generate a PDF version of the form.

Unlock:  Once a sheet is filled out, it is locked and cannot be changed unless the user has the Sheet Edit security Permission can unlock it.